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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-11-10
  • WA RA
    APPROVED
    Since 2025-11-10

Branch Locations

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

14100 Se 36Th St Suite 120A, Bellevue, WA 98006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Bellingham WA 03/2024 Present
Lpl Financial Bellingham WA 10/2023 02/2024
La Fitness Auburn WA 02/2023 10/2023
Unemployed Auburn WA 01/2023 02/2023
Vital Climbing Gym New York NY 01/2022 01/2023
Unemployed New York NY 09/2021 01/2022
Lowell Elementary Seattle WA 09/2019 09/2021
University Of Washington Seattle WA 06/2018 09/2019
Unemployed Bellingham WA 09/2017 06/2018
Americorp Bellingham WA 08/2016 09/2017
Gateway Wealth Partners, Llc Bellevue WA 10/2025 Present
  • 03/2024 → Present
    Lpl Financial
    Bellingham, WA
  • 10/2023 → 02/2024
    Lpl Financial
    Bellingham, WA
  • 02/2023 → 10/2023
    La Fitness
    Auburn, WA
  • 01/2023 → 02/2023
    Unemployed
    Auburn, WA
  • 01/2022 → 01/2023
    Vital Climbing Gym
    New York, NY
  • 09/2021 → 01/2022
    Unemployed
    New York, NY
  • 09/2019 → 09/2021
    Lowell Elementary
    Seattle, WA
  • 06/2018 → 09/2019
    University Of Washington
    Seattle, WA
  • 09/2017 → 06/2018
    Unemployed
    Bellingham, WA
  • 08/2016 → 09/2017
    Americorp
    Bellingham, WA
  • 10/2025 → Present
    Bellevue, WA
Other Businesses

1) 2/15/2024- BLISS Financial Wellness - DBA for LPL Business (entity for LPL business) -Inv. Related- At reported business location(s)- 160hrs/mth 1) 2/15/2024- LPL Financial LLC - -Inv. Related- At reported business location(s)- Registered Representative of a Broker Dealer -160hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-13
  • S66 Uniform Combined State Law Examination
    2024-08-13
Other Names
  • Venise Lee

View on SEC IAPD

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